Stage and run a production

To stage and run a production in a single step, click Stage and Run a Production on the Production console.

Staging and running a production

A stage and run production job goes through 4 steps:

1. Staging
2. Validation
3. Production
4. Branding

Staging

During the staging step, Relativity takes a snapshot of the data sources. After staging finishes, Relativity automatically begins the validation step.

Staging errors occur when:

• The same document is found in multiple data sources.
  When the same document is found in multiple data sources, you will receive an error message. The error message identifies the data sources that pulled back the same document and which document they pulled back. To resolve the error, modify the saved searches that you selected as your data sources to ensure that they do not pull back any of the same documents.
• There are no documents in the data sources.
  When no documents are found in the data sources, you will receive an error message. To resolve the error, make sure that the saved searches that you selected as your data sources are pulling back documents.
• There are missing files in the data source.
  When documents in the data source do not have images, natives, or PDFs you will receive an error message. To resolve the error, modify the data sources and then click Stage and Run Production.

When an error occurs, click View Production Errors and Warnings on the Production console to open the Error Starting Production pop-up. The Error Staging Production pop-up lists the errors that occurred.

Conflicts occur when the data sources have documents that are also in the saved search selected in the Production Restriction field.

If a staging error occurs, address the error and then click Stage and Run Production.

Validation

During validation, Relativity performs a conflict check and data source validation. After validation finishes, production begins.

When a validation error occurs, click View Production Errors and Warnings on the Production console to open the Error Starting Production pop-up. The Error Staging Production pop-up lists the errors that occurred.

Conflicts occur when the data sources have documents that are also in the saved search selected in the Production Restriction field.

Conflict resolution option	Fix
Remove the conflict	Remove documents from the production set that are also in the saved search selected in the Production Restriction field. To remove the conflict: Click Check for Conflicts on the Production console. The Production Restrictions pop-up will open. Click Remove Conflict on the Production Restrictions pop-up. Click Run Production on the Production console.
Override the conflict	Keep the documents in the production set that are also in the saved search selected in the Production Restriction field. To override the conflict: Click Run Production on the Production console. The Production Warnings pop-up will open. Click Override and Continue on the Production Warnings pop-up. The production job will continue without removing the conflict documents.
Modify the production restriction	Modify the Production Restriction field so none of the documents in the production restriction saved search are also in the production set. For information on modifying a production restriction, see Adding and editing production restrictions. After modifying the production restriction, click Stage and Run Production on the Production console.

Production

During production, Relativity produces the staged documents. After production finishes, branding begins.

If a production error occurs, click View Production Errors and Warnings on the Production console to see why the error occurred. After addressing the error, click Run Production on the Production console.

Branding

During branding, Relativity applies redactions and the specified header and footer to the images. Once this step finishes, your production job is complete.

To resolve branding errors:

1. Click View Branding Errors on the Production console to open the Branding Errors pop-up.
   
2. Read the Branding Error Message to determine the cause of the error and resolve it. Possible errors include:

   Branding Error Message	Fix
   Could not find file <file path>.	Since the system can not find the file path to the image, make sure the image exists at the file path mentioned in the Branding Error Message. You may need to image or import the document again.
   The file at <file path> could not be opened or is not a valid image file.	If the document is encrypted, add the document's password to the Password Bank. For more information, see Password Bank. Make sure Relativity supports the file type of the image. You may need to image or import the document again.
   The process cannot access the file <file path> because it is being used by another process.	Click Rerun Errored Documents on the Production console.
   The number of images for document has changed after this production was initially run.	After reimaging, the number of images related to this particular document has changed. This may be related to issues with imaging or applied redactions. To ensure Bates numbering is correct for the entire production, the production set should be recreated.

3. Click Rerun Errored Documents to finish the production job.

To cancel the job, click Cancel on the Production console.

Post Production

This step is only available on the Production Set Console if Post Production was enabled during Production Set creation. During this step Relativity automates frequent production tasks.

Checking production status

During each part of the production, a report is available in the Status section. The Stage, Produce, and Brand steps of the production has its own report. Use these reports to quickly identify the number of documents, images, redacted documents, etc.

Staging Summary fields

Staging Summary fields include:

• Total Documents Count - lists the number of documents found during staging.
• Total Images Count - lists the number of images found during staging.
• Documents With Images - lists the number of documents that include images found during staging
• Documents With Natives - lists the number of documents that include native files found during staging.
• Documents With Placeholders - lists the number of documents that include Placeholders found during staging.
• Documents With Redactions - lists the number of documents that include redacted images found during staging.

Production Summary fields

Production Summary fields include:

• Begin Bates—lists the Bates number of the first document in the production set.
• End Bates—lists the Bates number of the last document in the production set.
• Total Docs—lists the number of documents included in the production set.
• Total Images—lists the number of images included in the production set.
• Docs With Images—lists the number of documents that include images included in the production set.
• Docs With Natives—lists the number of documents that include natives included in the production set.

• Docs With PDFs—lists the number of documents that include stored PDFs in the production set.

• Docs With Placeholders—lists the number of documents that include placeholders included in the production set.
• Documents With Redactions—lists the number of documents that include redacted images and redacted natives included in the production set.

• Total Image size in GB—lists the size of images in GB.
• Run Date—lists the date of when the production was run.

Branding Summary fields

Branding Summary fields include:

• Start Time - lists the start time of branding.
• Branding Completion - lists the time of completion for branding.
• Completion Rate - lists the progress of branding.
• Estimated Time Remaining - lists the amount of time left in branding.

Post Production Summary fields

Post Production Summary fields include:

• Copy Bates to Document Fields - lists the progress of the step.